See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,889 | $111,754-69.7% | $103,333-67.2% | $145,922-76.8% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,354 | $4,212-44.1% | $3,868-39.1% | $4,660-49.5% |
| Participant deferral / active EE | $5,437 | $5,619-3.2% | $5,057+7.5% | $6,688-18.7% |
| Admin fee / account holder | $2 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |